To analyze the portfolio expenses, select the Expenses tab in the portfolio view.
The portfolio expense ratio is the weighted average of the funds expenses:
portfolio expense ratio = sum for all positions (fund expense * fund weight in portfolio)
The estimated expenses is an annual estimate calculated as:
estimated expenses = portfolio expense ratio * portfolio value
Note that estimated expenses ($) are not shown for model portfolios since positions in model portfolios have no assigned value.
What the expenses include
For each fund, Kwanti uses the expense ratio as reported in the fund's prospectus. These expenses include 12b-1 fees, management fees, administrative fees, operating costs, and all other asset-based costs incurred by the fund.